Vendor Management Software for Financial Institutions
SimplifyIT's vendor management software helps banks and credit unions stay audit-ready, reduce risk, and keep third-party oversight organized and transparent. Designed specifically for financial institutions, it tracks reviews, renewals, documentation, and due diligence in one secure system.
Why Vendor Management Matters
Regulatory expectations for vendor oversight have increased. Examiners expect clear processes, documented reviews, and renewal tracking. Our platform helps institutions of all sizes meet those expectations - without spreadsheets or patchwork tools.
Key Features
- Centralized vendor records and contacts
- Automated review scheduling and reminders
- Customizable risk ratings and review types
- Upload and track contracts, SOC reports, NDAs, and more
- Role-based access for department-specific visibility
Tailored Solutions
We offer tailored versions of our vendor management platform depending on your institution type:
Trusted by Financial Institutions Since 2004
For over 20 years, SimplifyIT has worked exclusively with banks and credit unions. Our vendor management tools are shaped by examiner feedback and refined through real-world use.
See It in Action
Book a Demo or Watch a Quick Overview to see how SimplifyIT simplifies vendor oversight and strengthens exam readiness.
